LaSalle St. Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
2,898
-304
| -9% | -$82.9K | 0.22% | 104 |
|
|
2025
Q1 | $859K | Buy |
3,202
+747
| +30% | +$200K | 0.2% | 92 |
|
|
2024
Q4 | $821K | Buy |
2,455
+772
| +46% | +$258K | 0.25% | 79 |
|
|
2024
Q3 | $460K | Sell |
1,683
-3
| -0.2% | -$820 | 0.18% | 104 |
|
|
2024
Q2 | $434K | Sell |
1,686
-222
| -12% | -$57.1K | 0.22% | 86 |
|
|
2024
Q1 | $502K | Hold |
1,908
| – | – | 0.28% | 59 |
|
|
2023
Q4 | $5.02M | Buy |
1,908
+332
| +21% | +$874K | 0.34% | 53 |
|
|
2023
Q3 | $319K | Buy |
1,576
+108
| +7% | +$21.9K | 0.16% | 83 |
|
|
2023
Q2 | $310K | Buy |
1,468
+137
| +10% | +$28.9K | 0.14% | 84 |
|
|
2023
Q1 | $265K | Buy |
+1,331
| New | +$265K | 0.12% | 100 |
|